Capita Financial ISA
Full product details for the Capita Financial ISA savings account, including application criteria, introductory rates, rates, isas, children's savings, over 50s isas, account access, account management, fees & charges, business accounts and structured investment plan.
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Capita Financial ISA Features & Benefits
| Account Type | Investment ISA | |
| Minimum Monthly Investment | £35 | |
| Minimum Lump Sum Stocks & Shares ISA Investment | £500 | The minimum investment is £500 for the CF Canlife funds, CF Zenith St Andrews Fund, CF Heartwood Pedigree Equity Income Fund and Adam Worldwide Fund, £2,000 for the CF Walker Crips Global Growth Fund and CF Walker Crips Select Income Fund, £3,000 for the Midas Funds, £5,000 for the CF Butterfield Funds, CF Fundquest funds, IM Funds, CF Morant Wright Funds, CF Odey Funds and CF Heartwood Funds, £7,000 for the Purisima Funds, Taylor Young Funds, CF JOHIM Portfolio Fund, and £1,000 for all the other funds. |
| Number of Investment Funds | 112 funds | |
| Shares | no | Shares are not available within this product. |
| ISA Initial Charge | 0% | There is no product initial charge. |
| ISA Annual Fee | 0% | There is no product annual management charge. |
| ISA Transfer In Fee | no | There is no additional fee for transfers into the ISA. |
| ISA Transfer Out Fee | £50 | There is a charge of £50 for transfers to other plan managers. |
| Minimum Initial Investment | £35 | 35 |
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Very good, a variety of offers. Dorothy S. |
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